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CSWC

Capital Southwest Corporation
Chart
23.45 USD
Latest Week 2026-07-24
Financial ServicesAsset ManagementSMALL
Snapshot 2026-07-26 · 0.9w · Fresh
0.11
OS Score
30.0%
Value
21.0%
Quality
33.0%
Momentum
4/9
F-Score
0.251
QV
StrategiesValueQualityMomentumCompositeInteractionsFactor AnalysisTrendsFundamentals
Strategy Eligibility
2 of 23 passing
★
OS Composite
✗
↗
Trending Value
✗
◆
Quality × Value
✗
🏛
Cornerstone Value
✗
🌿
Cornerstone Growth
✗
💎
Deep Value
✗
◇
VC2 Cheapest
✗
📐
EBITDA/EV
✗
◐
Veiled Value
✗
▣
Piotroski Bargains
✗
🔬
Quality Compounders
✗
📈
Consistent Earners
Yes
🌱
GARP
✗
🔄
Shareholder Yield
✗
💰
High Yield
✗
🚀
Momentum Leaders
✗
◉
Market Leaders
✗
◎
Tiny Titans
✗
🔍
Small Cap Value
✗
🛡
Low Volatility
Vol 21%
🏷
Sector Cheapest
✗
🧠
Capital Allocators
✗
⚡
Risk-Adj Momentum
✗
V
Value Analysis
Cheapness relative to fundamentals
30.0%ile
P/E
12.9×
P/S
6.6×
P/B
1.4×
E/P
0.0538
FCF Yield
-0.026
EBITDA/EV
0.056
SH Yield
0.001
Relative Strength Across Value Dimensions
Multiples & Yields — Decomposition
VC1 (5-Factor)
70.00000000
/100 — 1=cheapest
VC2 (Trending Value)
74.00000000
/100
VC3 (Buyback)
74.00000000
/100
Negative FCF yield (-2.6%) — the business is currently cash-consumptive.
Q
Quality Analysis
Profitability, efficiency, balance sheet & earnings quality
21.0%ile
ROE
0.112
ROA
0.052
Net Margin
0.509
Op Margin
0.620
GPA
0.079
D/E
1.15
Current
0.29
F-Score
4/9
Quality Radar — Relative Strength
Profitability & Leverage Breakdown
Rev Growth
0.355
Earn Growth
0.602
Stability
0.284
lower=better
Accruals
0.082
lower=better
5yr Consist
Yes
Accruals ratio of 0.082 is elevated — earnings quality may be lower than headline numbers suggest.
M
Momentum & Risk
Price trend, volatility regime, risk-adjusted returns
33.0%ile
6M Return
6.5%
12M Return
11.7%
12-1 Mom
9.4%
Risk-Adj
0.46
Vol 252d
20.5%
Vol 60d
37.8%
↑ Expanding
Max DD 12M
-15.8%
Return Comparison — 6M / 12M / 12-1
Volatility Regime — 60d vs 252d
Near-term vol (38%) is expanding vs long-term (21%) — risk is increasing.
OS
Composite & Factor Heatmap
All factors at a glance
0.11
Pillar Balance — Value / Quality / Momentum
Factor Heatmap — green=strong, red=weak
▦
Sector Context
Financial Services · 500 peers
Sector Value %ile
0.2%
Sector Quality %ile
4.2%
P/E z-score
-0.16
P/B z-score
-0.06
Sector Avg OS
85.2%
Ticker vs Sector Averages
Relative Valuation Z-Score
Top Sector Peers (By OS)
SymbolNameOSValueQualityMomentum
UVE Universal Insurance Holdings Inc 99.0% 97.0% 92.0% 92.0%
IFS Intercorp Financial Services Inc 99.0% 98.0% 83.0% 90.0%
RILYL BRC Group Holdings, Inc. 99.0% 95.0% 88.0% 95.0%
BAP Credicorp Ltd 99.0% 97.0% 96.0% 90.0%
BFH Bread Financial Holdings, Inc. 99.0% 97.0% 88.0% 90.0%
HCI HCI Group Inc 98.0% 94.0% 93.0% 76.0%
IX Orix Corp Ads 98.0% 97.0% 82.0% 91.0%
SBFG SB Financial Group Inc 98.0% 96.0% 93.0% 76.0%
Factor Interactions
Growth at Reasonable Price
Revenue growing 36% with P/E of 13×. Growth isn't fully priced in.
Volatility Expanding
60-day vol (38%) significantly exceeds 252-day (21%). Near-term risk is elevated.
⚖
Factor Analysis
Comprehensive factor intelligence — strengths, weaknesses & cross-factor profile
Value
D
43.3% avg (7 factors)
Quality
C
46.5% avg (8 factors)
Momentum
D
43.5% avg (4 factors)
Risk
A
82.4% avg (1 factors)
Momentum is weak, suggesting the market isn't yet buying this thesis. Patience required.
▲ Top Strengths — highest scoring factors
▼ Key Weaknesses — lowest scoring factors
Score Trends8 snapshots
Factor Persistence8 snapshots
FactorCurrentStreakTrendSpark
OS Composite0.110—8—
Value %ile0.300—3—
Quality %ile0.210—8—
Momentum %ile0.330—0—
F-Score4.000—8—
Confidence0.929—8—
Volatility0.205—0—
Value Lens2021-07-27 → 2026-07-26
P/E Ratio
Earnings Yield
Value FactorsCheapness relative to fundamentals — lower multiples = cheaper
P/E Ratio
12.90
Earnings Yield (E/P)
0.0538
Price / Sales
6.56
Price / Book
1.44
FCF Yield
-2.6%
EBITDA / EV
5.6%
Sales Yield (1/P·S)
0.0868
Shareholder Yield
Div + net buyback / mktcap
0.1%
Quality FactorsProfitability, efficiency, and balance sheet strength
Return on Equity
11.2%
Return on Assets
5.2%
Net Margin
50.9%
Operating Margin
62.0%
Gross Profit / Assets
Novy-Marx GPA
7.9%
Debt / Equity
1.15
Current Ratio
0.29
Accruals Ratio
(NI-OCF)/Assets — lower=better
0.082
MomentumPrice trend strength over different horizons
6M Return
6.5%
12M Return
11.7%
12-1 Momentum
Jegadeesh-Titman (skip recent month)
9.4%
Risk-Adjusted Momentum
Mom 12-1 ÷ Vol
0.46
Growth & StabilityEarnings trajectory, consistency, and capital allocation
Revenue Growth (YoY)
35.5%
Earnings Growth (YoY)
60.2%
Earnings Stability (CV)
Lower = more stable
0.284
5yr Consistent
EPS up every year for 5 years
Yes
Piotroski F-Score
4
Dividend Yield
10.9%
Buyback Yield
-10.8%
O'Shaughnessy CompositesValue Composites (WWOWS 4th Ed) — 1=cheapest, 100=most expensive
VC1 (5-factor)
P/E+P/S+P/B+P/CF+EBITDA/EV
70
VC2 (6-factor)
VC1 + Shareholder Yield — used for Trending Value
74
VC3 (6-factor)
VC1 + Buyback Yield — no dividend preference
74
Capital Allocation & AlphaAlpha within factors — quality of management decisions
Veiled Value
Expensive by P/B, cheap by everything else
No
Market Leader
Above-avg mcap+revenue, non-utility
No
All Stocks Universe
Market cap > $200M
Yes
Tiny Titan
Micro-cap, low P/S, positive momentum
No
Quarterly Fundamentals
Revenue
Net Income
FCF
Net Margin
Show all
Op Income
OCF
CapEx
Equity
Annual Fundamentals
Revenue
Net Income
FCF
Net Margin
Show all
Op Income
OCF
CapEx
Equity